Intuit Inc.
INTU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000896878
In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.
13F holders, Q2 2026
Institutional positions in Intuit Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,755
- −239 vs. Q1 2026
- Shares held
- 243.0M
- +4.09M (+1.7%) vs. Q1 2026
- Total value
- $63.6B
- −$39.7B (−38.4%) vs. Q1 2026
- New holders
- 191
- 610 more added
- Sold out
- 430
- 805 more reduced
27 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 5,562 | $1.45M | 0.05% | +5,562 | New |
| Anderson Hoagland & Co | 5,565 | $1.45M | 0.11% | −3,367−37.7% | Reduced |
| Financial Advisors Network, Inc. | 5,567 | $1.45M | 0.18% | +713+14.7% | Added |
| Fluent Financial, LLC | 5,570 | $1.45M | 0.52% | +5,570 | New |
| Lighthouse Investment Partners, LLC | 5,655 | $1.48M | 0.05% | +5,655 | New |
| Consolidated Planning Corp | 5,658 | $1.48M | 0.20% | +210+3.9% | Added |
| AIA Group Ltd | 5,672 | $1.48M | 0.02% | −1,820−24.3% | Reduced |
| Summit Global Investments | 5,732 | $1.50M | 0.08% | +3,687+180.3% | Added |
| HB Wealth Management, LLC | 5,759 | $1.50M | 0.01% | −2,499−30.3% | Reduced |
| First Western Trust Bank | 5,772 | $1.51M | 0.07% | −1,364−19.1% | Reduced |
| Coldstream Capital Management Inc | 5,787 | $1.51M | 0.02% | −2,420−29.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,849 | $1.53M | 0.25% | +1,137+24.1% | Added |
| Ahara Advisors LLC | 5,849 | $1.53M | 1.03% | +3,965+210.5% | Added |
| Graham Capital Management, L.P. | 5,881 | $1.53M | 0.04% | −622−9.6% | Reduced |
| Martin Capital Advisors, LLP | 5,920 | $1.55M | 0.81% | +170+3.0% | Added |
| Keeler Thomas Management LLC | 5,939 | $1.55M | 0.55% | +600+11.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,000 | $1.57M | 0.63% | +2,000+50.0% | Added |
| Sivia Capital Partners, LLC | 6,018 | $1.57M | 0.19% | +6,018 | New |
| Littlejohn Financial Services, Inc. | 6,056 | $1.58M | 1.15% | +6,056 | New |
| Brown Brothers Harriman & Co | 6,066 | $1.58M | 0.01% | −1,111−15.5% | Reduced |
| Stance Capital LLC | 6,071 | $1.58M | 0.48% | +2,997+97.5% | Added |
| Centiva Capital, LP | 6,082 | $1.59M | 0.05% | +6,081+608,100.0% | Added |
| Everence Capital Management Inc | 6,093 | $1.59M | 0.08% | −1,802−22.8% | Reduced |
| Gsa Capital Partners LLP | 6,095 | $1.59M | 0.10% | +6,095 | New |
| La Banque Postale Asset Management SA | 6,211 | $1.62M | 0.02% | +300+5.1% | Added |
| Impact Partnership Wealth, LLC | 6,220 | $1.62M | 0.16% | +6,220 | New |
| Brighton Jones LLC | 6,248 | $1.63M | 0.03% | −2,400−27.8% | Reduced |
| Scotia Capital Inc. | 6,254 | $1.63M | 0.01% | −747−10.7% | Reduced |
| Principal Securities, Inc. | 6,286 | $1.64M | 0.02% | −1,920−23.4% | Reduced |
| Beacon Pointe Advisors, LLC | 6,280 | $1.64M | 0.01% | −2,469−28.2% | Reduced |
| Balyasny Asset Management LLC | 6,326 | $1.65M | 0.00% | −197,002−96.9% | Reduced |
| Promethos Capital, LLC | 6,328 | $1.65M | 0.45% | −3,198−33.6% | Reduced |
| WP Advisors, LLC | 6,343 | $1.66M | 0.40% | +5,052+391.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,348 | $1.66M | 0.18% | −391−5.8% | Reduced |
| Saber Capital Managment, LLC | 6,370 | $1.66M | 1.20% | +1,005+18.7% | Added |
| Greenleaf Trust | 6,386 | $1.67M | 0.02% | −2,104−24.8% | Reduced |
| Brevan Howard Capital Management LP | 6,396 | $1.67M | 0.02% | +4,092+177.6% | Added |
| Empower Advisory Group, LLC | 6,411 | $1.67M | 0.00% | −486−7.0% | Reduced |
| Eventide Asset Management, LLC | 6,403 | $1.68M | 0.02% | −27,290−81.0% | Reduced |
| Demars Financial Group, LLC | 6,466 | $1.69M | 0.47% | +3,176+96.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,473 | $1.69M | 0.01% | −3,123−32.5% | Reduced |
| Financial Gravity Companies, Inc. | 6,503 | $1.70M | 0.28% | +6,503 | New |
| Parsons Capital Management Inc | 6,591 | $1.72M | 0.08% | +373+6.0% | Added |
| First Financial Bank - Trust Division | 6,611 | $1.73M | 0.12% | −612−8.5% | Reduced |
| 111 Capital | 6,657 | $1.74M | 0.30% | +3,688+124.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,670 | $1.74M | 0.94% | −715−9.7% | Reduced |
| Savvy Advisors, Inc. | 6,760 | $1.76M | 0.04% | +231+3.5% | Added |
| Bessemer Group Inc | 6,760 | $1.76M | 0.00% | −12,236−64.4% | Reduced |
| Change Path, LLC | 6,880 | $1.80M | 0.04% | −1,931−21.9% | Reduced |
| Oxford Asset Management LLP | 6,896 | $1.80M | 0.89% | +6,896 | New |
| Penserra Capital Management LLC | 6,902 | $1.80M | 0.01% | +5,354+345.9% | Added |
| Watchman Group, Inc. | 6,924 | $1.81M | 0.40% | −296−4.1% | Reduced |
| Atria Investments LLC | 6,996 | $1.83M | 0.02% | −10,855−60.8% | Reduced |
| Davenport & Co LLC | 7,036 | $1.84M | 0.01% | −13,690−66.1% | Reduced |
| Wedmont Private Capital | 6,696 | $1.84M | 0.05% | +3,181+90.5% | Added |
| Hohimer Wealth Management, LLC | 7,060 | $1.84M | 0.19% | −1,986−22.0% | Reduced |
| Whittier Trust Co | 6,821 | $1.86M | 0.02% | +15+0.2% | Added |
| Redmond Asset Management, LLC | 7,121 | $1.86M | 0.46% | −291−3.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,153 | $1.87M | 0.11% | −33−0.5% | Reduced |
| GeoWealth Management, LLC | 7,170 | $1.87M | 0.06% | −1,991−21.7% | Reduced |
| Numerai GP LLC | 7,288 | $1.90M | 0.16% | +7,288 | New |
| Clearstead Advisors, LLC | 7,342 | $1.92M | 0.02% | +1,768+31.7% | Added |
| Quadrant Capital Group LLC | 7,402 | $1.93M | 0.05% | +867+13.3% | Added |
| Coastal Bridge Advisors, LLC | 7,422 | $1.94M | 0.12% | +528+7.7% | Added |
| Cohen Investment Advisors LLC | 7,452 | $1.94M | 0.87% | +215+3.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 7,462 | $1.95M | 0.17% | +1,798+31.7% | Added |
| Karani Asset Management LLC | 7,490 | $1.95M | 1.42% | +637+9.3% | Added |
| Montag A & Associates Inc | 7,500 | $1.96M | 0.08% | −4,643−38.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 14,027 | $1.96M | 0.59% | +14,027 | New |
| Aurora Investment Counsel | 7,512 | $1.96M | 1.01% | −124−1.6% | Reduced |
| Jensen Investment Management Inc | 7,526 | $1.96M | 0.05% | −96,009−92.7% | Reduced |
| Papp L Roy & Associates | 7,608 | $1.99M | 0.21% | −68−0.9% | Reduced |
| Farther Finance Advisors, LLC | 7,677 | $2.01M | 0.02% | −5,193−40.3% | Reduced |
| Capital Asset Advisory Services LLC | 7,701 | $2.01M | 0.07% | +3,579+86.8% | Added |
| Catalytic Wealth RIA, LLC | 7,741 | $2.02M | 0.12% | −3,650−32.0% | Reduced |
| Ossiam | 7,783 | $2.03M | 0.03% | +7,783 | New |
| Howard Capital Management Inc. | 7,838 | $2.05M | 0.02% | +4,536+137.4% | Added |
| Lecap Asset Management Ltd | 7,852 | $2.05M | 0.88% | +7,852 | New |
| Catalyst Funds Management Pty Ltd | 7,880 | $2.06M | 0.12% | +7,880 | New |
| Appleton Partners Inc | 7,918 | $2.07M | 0.13% | −281−3.4% | Reduced |
| Weil Company, Inc. | 7,942 | $2.07M | 0.37% | −1,243−13.5% | Reduced |
| Alps Advisors Inc | 7,951 | $2.08M | 0.01% | +2,614+49.0% | Added |
| AdvisorShares Investments LLC | 8,005 | $2.09M | 0.25% | −1,760−18.0% | Reduced |
| CWA Asset Management Group, LLC | 8,029 | $2.10M | 0.06% | −10,916−57.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,068 | $2.11M | 0.08% | +8,068 | New |
| North Dakota State Investment Board | 8,119 | $2.12M | 0.09% | +209+2.6% | Added |
| First Horizon Corp | 8,123 | $2.12M | 0.08% | −777−8.7% | Reduced |
| Ycg, LLC | 8,129 | $2.12M | 0.19% | −35,998−81.6% | Reduced |
| Absher Wealth Management, LLC | 8,132 | $2.12M | 0.24% | +1,328+19.5% | Added |
| Securian Asset Management, Inc | 7,314 | $2.13M | 0.08% | −267−3.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 8,186 | $2.14M | 0.07% | −630−7.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 8,236 | $2.15M | 0.13% | −4,258−34.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,250 | $2.15M | 0.02% | −15,820−65.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,255 | $2.15M | 0.11% | +8,255 | New |
| Elk River Wealth Management, LLC | 8,285 | $2.16M | 0.34% | −4,723−36.3% | Reduced |
| MUFG Securities Americas Inc. | 8,330 | $2.17M | 0.11% | +630+8.2% | Added |
| Roberts Wealth Advisors, LLC | 8,381 | $2.19M | 0.50% | +2,583+44.5% | Added |
| Machina Capital S.A.S. | 8,451 | $2.21M | 0.35% | +8,451 | New |
| Fiduciary Trust Co | 8,472 | $2.21M | 0.02% | −1,198−12.4% | Reduced |
| Strengthening Families & Communities, LLC | 8,500 | $2.22M | 0.49% | +7,702+965.2% | Added |